1y return+13.7%S&P 500 +20.9%
3y return+57.8%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2021: $141 against $157 in the S&P 500.2
Baader Bank AktiengesellschaftS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| GOOGLAlphabet Inc | $111.5M | 9.1% | +9.5% |
| AMZNAmazon Com Inc | $86.9M | 7.1% | +7.0% |
| MSFTMicrosoft Corp | $63.0M | 5.1% | |
| Linde PLCCUSIP G54950103 | $46.2M | 3.8% | +2.4% |
| METAMeta Platforms Inc | $35.6M | 2.9% | −7.5% |
| AAPLApple Inc | $28.6M | 2.3% | +9.7% |
| NVDANvidia Corporation | $28.5M | 2.3% | +15.7% |
| SUNBSunbelt Rentals Holdings Inc | $18.7M | 1.5% | −21.5% |
| BRK/ABerkshire Hathaway Inc Del | $16.5M | 1.3% | −4.3% |
| Ubs Group AgCUSIP H42097107 | $15.9M | 1.3% | |
| Totalenergies SeCUSIP F92124100 | $15.0M | 1.2% | −31.7% |
| AMDAdvanced Micro Devices Inc | $14.8M | 1.2% | −48.1% |
| AVGOBroadcom Inc | $13.1M | 1.1% | +44.8% |
| APHAmphenol Corp | $12.9M | 1.1% | +701.7% |
| TSMTaiwan Semiconductor Manufac | $12.7M | 1.0% | +71.6% |
| ORCLOracle Corp | $12.5M | 1.0% | +3.6% |
| CRMSalesforce Inc | $12.2M | 1.0% | +4.2% |
| ADBEAdobe Inc | $12.0M | 1.0% | −35.2% |
| ULTAUlta Beauty Inc | $11.7M | 1.0% | −7.0% |
| TERTeradyne Inc | $11.2M | 0.9% | +9.2% |
| BNTXBiontech Se | $11.1M | 0.9% | −12.5% |
| FERGFerguson Enterprises Inc | $11.0M | 0.9% | −3.6% |
| LLYEli Lilly & Co | $10.7M | 0.9% | +251.5% |
| KLACKla Corp | $10.4M | 0.8% | +3843.9% |
| Exxon Mobil CorpCUSIP 30231G102 | $10.0M | 0.8% | −13.6% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AMATApplied Matls Inc | September 30, 2022 | +782.5% | $8.4M |
| NVDANvidia Corporation | December 31, 2021 | +580.3% | $28.5M |
| CATCaterpillar Inc | September 30, 2022 | +549.0% | $9.4M |
| LRCXLam Research Corp | December 31, 2024 | +499.9% | $8.3M |
| AVGOBroadcom Inc | March 31, 2023 | +488.8% | $13.1M |
| AMDAdvanced Micro Devices Inc | December 31, 2021 | +303.7% | $14.8M |
| TSMTaiwan Semiconductor Manufac | December 31, 2021 | +296.9% | $12.7M |
| TERTeradyne Inc | December 31, 2024 | +284.2% | $11.2M |
| GOOGLAlphabet Inc | March 31, 2023 | +244.5% | $111.5M |
| APHAmphenol Corp | March 31, 2024 | +205.7% | $12.9M |
Sold off last quarter
- CTRACoterra Energy Inc was $6.5M
- COINCoinbase Global Inc was $2.4M
- Honeywell Intl IncCUSIP 438516106 was $2.4M
- AAAlcoa Corp was $2.4M
- KGCKinross Gold Corp was $2.2M
- JEFJefferies Financial Group In was $2.1M
- RUNSunrun Inc was $1.9M
- TECHBio-techne Corp was $1.6M
- GHGuardant Health Inc was $1.6M
- DUOLDuolingo Inc was $1.5M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +12.3% | +14.8% |
| March 31, 2026 | −7.3% | −4.6% |
| December 31, 2025 | +2.1% | +2.4% |
| September 30, 2025 | +6.9% | +7.8% |
| June 30, 2025 | +14.0% | +10.5% |
| March 31, 2025 | −6.3% | −4.6% |
| December 31, 2024 | +1.4% | +2.1% |
| September 30, 2024 | +3.9% | +5.4% |
| June 30, 2024 | +2.8% | +4.0% |
| March 31, 2024 | +10.3% | +10.0% |
| December 31, 2023 | +11.1% | +11.2% |
| September 30, 2023 | −2.1% | −3.6% |
| June 30, 2023 | +10.4% | +8.3% |
| March 31, 2023 | +10.4% | +7.0% |
| December 31, 2022 | +2.1% | +7.1% |
| September 30, 2022 | −3.3% | −5.3% |
| June 30, 2022 | −19.6% | −16.5% |
| March 31, 2022 | −7.6% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Baader Bank Aktiengesellschaft Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1542629&type=13F-HR&dateb=&owner=include&count=40CIK 1542629
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1542629/000121390026080609/Filed July 23, 2026 · accession 0001213900-26-080609